In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational practice. Jamie will provide her experience and thoughts on who should attend client meetings, agreements on commission and revenue, how to inform clients, and whether a coach is helpful. If you missed Jamie’s prior episodes on this topic, be sure to listen to them here:

Worlds To Conquer – Family Offices
Words To Conquer – Family Offices: An Interview With Floyd Shilanski
Worlds To Conquer – Growing Up In A Family Office With Lane Wild

Recommended Podcast

Encore Episode: So Is This What You Do In YOUR Practice?

Learning from conferences, asking the right questions

See More

The Importance of Risk Management in Financial Planning With Justin Smith  

Today’s the youngest you’re going to be!

See More

Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]

You have no idea what you’re capable of!

See More

Contact Us